| Hantz Financial Services, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 36 | $0 | 0.00% | +5+16.1% | Added |
| Tortoise Investment Management, LLC | 2 | $46 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 2 | $46 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2 | $47 | 0.00% | −122−98.4% | Reduced |
| Central Trust Co | 2 | $47 | 0.00% | −31−93.9% | Reduced |
| Sugar Maple Asset Management, LLC | 5 | $115 | 0.00% | +5 | New |
| WPG Advisers, LLC | 5 | $115 | 0.00% | +5 | New |
| JFS Wealth Advisors, LLC | 5 | $116 | 0.00% | −21−80.8% | Reduced |
| Winnow Wealth LLC | 6 | $118 | 0.00% | +6 | New |
| Kayne Anderson Rudnick Investment Management LLC | 9 | $221 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 10 | $230 | 0.00% | +10 | New |
| New Millennium Group LLC | 11 | $254 | 0.00% | +11 | New |
| Clearstead Advisors, LLC | 13 | $301 | 0.00% | +13 | New |
| Distillate Capital Partners LLC | 16 | $369 | 0.00% | +16 | New |
| WealthTrak Capital Management LLC | 20 | $462 | 0.00% | +20 | New |
| Valued Wealth Advisors LLC | 26 | $602 | 0.00% | +16+160.0% | Added |
| Private Wealth Management Group, LLC | 31 | $716 | 0.00% | −43−58.1% | Reduced |
| SWAN Capital LLC | 31 | $716 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 32 | $739 | 0.00% | +16+100.0% | Added |
| Carolinas Wealth Consulting LLC | 41 | $947 | 0.00% | −5−10.9% | Reduced |
| Capital Advisors, Ltd. LLC | 51 | $1.00K | 0.00% | −87−63.0% | Reduced |
| UMA Financial Services, Inc. | 44 | $1.02K | 0.00% | +44 | New |
| Iron Horse Wealth Management, LLC | 50 | $1.16K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 50 | $1.16K | 0.00% | +50 | New |
| TFC Financial Management | 50 | $1.16K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 51 | $1.18K | 0.00% | +51 | New |
| New Wave Wealth Advisors LLC | 52 | $1.20K | 0.00% | +52 | New |
| Bullock Wealth Management Group | 53 | $1.23K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 54 | $1.24K | 0.00% | +2+3.8% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 57 | $1.32K | 0.00% | +57 | New |
| Kelly Lawrence W & Associates Inc | 60 | $1.39K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 60 | $1.39K | 0.00% | +60 | New |
| DiNuzzo Private Wealth, Inc. | 60 | $1.39K | 0.00% | +46+328.6% | Added |
| Horizon Financial Services, LLC | 62 | $1.43K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 78 | $1.80K | 0.00% | +8+11.4% | Added |
| SOA Wealth Advisors, LLC. | 80 | $1.85K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 80 | $1.86K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 95 | $2.00K | 0.00% | −116−55.0% | Reduced |
| Ulland Investment Advisors, LLC | 102 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 75 | $2.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 90 | $2.08K | 0.00% | −166−64.8% | Reduced |
| Grove Bank & Trust | 93 | $2.15K | 0.00% | +93 | New |
| Hollencrest Capital Management | 96 | $2.22K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 105 | $2.43K | 0.00% | +1+1.0% | Added |
| Cornerstone Planning Group LLC | 105 | $2.46K | 0.00% | +105 | New |
| Continuum Advisory, LLC | 113 | $2.61K | 0.00% | +113 | New |
| Moisand Fitzgerald Tamayo, LLC | 123 | $2.84K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 124 | $2.86K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 124 | $2.87K | 0.00% | +1+0.8% | Added |
| Plante Moran Financial Advisors, LLC | 130 | $3.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 143 | $3.30K | 0.00% | +3+2.1% | Added |
| Missouri Trust & Investment Co | 150 | $3.46K | 0.00% | +150 | New |
| MV Capital Management, Inc. | 159 | $3.67K | 0.00% | −62−28.1% | Reduced |
| IAG Wealth Partners, LLC | 160 | $3.69K | 0.00% | −400−71.4% | Reduced |
| Operose Advisors LLC | 163 | $3.76K | 0.00% | −1,537−90.4% | Reduced |
| Heritage Wealth Advisors | 164 | $3.79K | 0.00% | +29+21.5% | Added |
| Bruce G. Allen Investments, LLC | 168 | $3.88K | 0.00% | +133+380.0% | Added |
| Westside Investment Management, Inc. | 200 | $4.62K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 200 | $4.62K | 0.00% | +20+11.1% | Added |
| M.E. Allison & Co., Inc. | 15,200 | $4.62K | 0.01% | +15,200 | New |
| Millstone Evans Group, LLC | 205 | $4.73K | 0.00% | +205 | New |
| Cypress Capital Management LLC (WY) | 207 | $4.78K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 211 | $4.86K | 0.00% | +3+1.4% | Added |
| Avion Wealth | 225 | $5.00K | 0.00% | −10−4.3% | Reduced |
| Silvant Capital Management LLC | 228 | $5.26K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 241 | $5.55K | 0.00% | +104+75.9% | Added |
| Assetmark, Inc | 250 | $5.77K | 0.00% | +250 | New |
| AdvisorNet Financial, Inc | 257 | $5.93K | 0.00% | +16+6.6% | Added |
| Rakuten Securities, Inc. | 258 | $5.96K | 0.00% | −27−9.5% | Reduced |
| Geneos Wealth Management Inc. | 267 | $6.17K | 0.00% | +140+110.2% | Added |
| CoreCap Advisors, LLC | 300 | $6.93K | 0.00% | −1,575−84.0% | Reduced |
| VSM Wealth Advisory, LLC | 300 | $6.93K | 0.00% | +300 | New |
| Pacifica Partners Inc. | 300 | $7.01K | 0.00% | −400−57.1% | Reduced |
| Private Trust Co NA | 304 | $7.02K | 0.00% | −472−60.8% | Reduced |
| Hara Capital LLC | 310 | $7.16K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 313 | $7.23K | 0.00% | −34−9.8% | Reduced |
| Colonial Trust Co | 321 | $7.41K | 0.00% | +105+48.6% | Added |
| SRS Capital Advisors, Inc. | 328 | $7.57K | 0.00% | −296−47.4% | Reduced |
| Addison Advisors LLC | 339 | $7.83K | 0.00% | +39+13.0% | Added |
| PrairieView Partners, LLC | 375 | $8.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 363 | $8.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 349 | $8.06K | 0.00% | +118+51.1% | Added |
| Cullen/Frost Bankers, Inc. | 350 | $8.08K | 0.00% | −2,650−88.3% | Reduced |
| Raleigh Capital Management Inc. | 351 | $8.10K | 0.00% | +181+106.5% | Added |
| Curio Wealth, LLC | 353 | $8.15K | 0.00% | +353 | New |
| LGT Financial Advisors LLC | 379 | $8.75K | 0.02% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 400 | $9.24K | 0.00% | +400 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 419 | $9.68K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 425 | $9.81K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 440 | $10.0K | 0.01% | +440 | New |
| Bell Investment Advisors, Inc | 437 | $10.1K | 0.00% | +217+98.6% | Added |
| Rise Advisors, LLC | 459 | $10.6K | 0.01% | +29+6.7% | Added |
| First Horizon Advisors, Inc. | 463 | $10.7K | 0.00% | +3+0.7% | Added |
| Roxbury Financial LLC | 500 | $11.3K | 0.01% | +500 | New |
| Financially Speaking Inc | 497 | $11.5K | 0.01% | +497 | New |
| Fortitude Family Office, LLC | 498 | $11.5K | 0.00% | −86−14.7% | Reduced |
| Hilltop National Bank | 500 | $11.5K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 515 | $12.1K | 0.00% | +5+1.0% | Added |
| Federation des caisses Desjardins du Quebec | 530 | $12.2K | 0.00% | 00.0% | Unchanged |
